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iShares Russell Top 200 ETF (IWL)
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Upturn Advisory Summary
11/05/2025: IWL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 55.11% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 118.46 - 152.63 | Updated Date 06/29/2025 |
52 Weeks Range 118.46 - 152.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Top 200 ETF
ETF Overview
Overview
The iShares Russell Top 200 ETF (IWL) seeks to track the investment results of a broad-market index composed of the largest U.S. equities. It aims to provide exposure to the largest publicly traded companies in the United States, offering a diversified investment in the broad market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing reliable and transparent investment products.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in investment management and has a deep understanding of the ETF market.
Investment Objective
Goal
To track the investment results of the Russell Top 200 Index, providing exposure to the largest 200 companies in the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Russell Top 200 Index.
Composition The ETF's assets are primarily composed of stocks of the largest 200 U.S. companies, weighted by market capitalization.
Market Position
Market Share: IWL's market share is significant, reflecting its popularity as a broad market index fund, but specific market share data fluctuates and requires real-time updates from financial data providers.
Total Net Assets (AUM): 4379400000
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The broad US equity ETF market is highly competitive. IWL offers exposure to the largest 200 stocks, differing slightly from funds that track the S&P 500 (SPY, IVV, VOO). While IWL provides concentrated exposure to the top market caps, competitors offer wider market diversification with similar expense ratios.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers, showing returns over various periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: The ETF's performance closely tracks the Russell Top 200 Index. Deviations are typically minor and due to tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF generally exhibits high trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating high liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all influence the performance of the large-cap stocks held by IWL.
Growth Trajectory
IWL's growth is tied to the performance of the U.S. stock market, with changes in holdings reflecting shifts in market capitalization of constituent companies.
Moat and Competitive Advantages
Competitive Edge
IWL's competitive edge lies in its focus on the largest 200 U.S. companies, offering a concentrated approach to large-cap investing. It benefits from BlackRock's strong brand and efficient management. The ETF's exposure to leading companies in various sectors provides diversification within the large-cap space. Its passive management strategy ensures low costs, making it attractive to cost-conscious investors. This ETF has not made any radical changes to its initial strategy.
Risk Analysis
Volatility
IWL's volatility is generally consistent with that of the broader U.S. stock market.
Market Risk
The ETF is subject to market risk, reflecting the potential for declines in the value of its underlying holdings due to economic downturns, sector-specific challenges, or company-specific issues.
Investor Profile
Ideal Investor Profile
IWL is suitable for investors seeking exposure to the largest U.S. companies and who are comfortable with market risk.
Market Risk
IWL is best suited for long-term investors and passive index followers seeking broad market exposure.
Summary
The iShares Russell Top 200 ETF (IWL) offers a convenient way to invest in the largest 200 U.S. companies. It provides broad market exposure with a focus on large-cap stocks and exhibits high liquidity and a low expense ratio. The ETF is passively managed, mirroring the performance of the Russell Top 200 Index. As a result, it's a good fit for long-term investors wanting to have a piece of the best of the market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
- Index provider (e.g., Russell)
- SEC filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell Top 200 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the largest capitalization sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.